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TSE:L

Loblaw Companies Ltd (L.TO)

60.53
-0.44 (0.72%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
322 watching
0
Investor Insights
star iconAug 23, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Loblaw Companies Ltd, a leading food and drug retailer in Canada, has experienced significant growth, especially following its acquisition of Shoppers Drug Mart. Experts note its strong performance amid food inflation, and the success of its No Frills discount brand has drawn positive attention. However, concerns about overvaluation are prevalent, with many analysts watching for signs of sustainable growth, especially with increasing competition from Walmart and Costco. While some view the company as a solid defensive investment, others are cautious, indicating that current valuations appear stretched compared to historical standards. Analysts provide mixed views on its future performance, recommending investors consider alternatives in the retail space.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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Similar
ATD
HOLD
Feels they will get some competition from Sobey's and Metro, but they are doing some right things. They are focusing on non-food items because, although the margins are similar, they go for a much higher price. If it pulls back to 15 X earnings (currently at 17), he would buy.
BUY
One of canadas greatest growers. Will grow, level off and grow some more. The last 2 quarters have been tougher than he's seen since the 1990's. A long term stock.
DON'T BUY
Have put up big super centres to off set the competition coming in from the US. Have flat same-store sales.
TOP PICK
Right now the market is pretty expensive and he is looking for a nice defensive sector. This is a name that is very liquid and hasn't gone up that much.
WEAK BUY
Kind of close to its model price of $74.05, a 6% differential. It's about as cheap as you are going to get. Bought and sold last month.
SELL
A great company and has been a great performer. The most recent quarters has seen some margin pressures. Stronger competition.
TOP PICK
Has had a pretty flat year. A consumer defensive growth pick. Back to a multiple in the mid teens. Does a very good job of running their business.
BUY
Great company. Likes it a great deal. Has been reacting to increased competition from whoever purchases the A&P holdings as well as Wal Mart, Sam's Club and Costco.
BUY
Went through a fairly drastic cost cutting program plus opening new stores because of their fear of Wal Mart attacking them on the grocery front. As a result of that, their last quarter was not great. Same store sales were pretty strong, but profits were less than expected. Stock sold off. Can't go too far wrong holding it.
PAST TOP PICK
(A Top Pick Feb 28/05. Up 5%.) Views it as a core Canadian holding. The best thing in the food space. Tremendous execution. Going from strength to strength.
BUY
Has been one of the best growth companies in Canada for a long time. When you watch the trading pattern over 10 years, it seems to go along very quietly for awhile and then a nice move to the next level. Expects this to continue. Have handled competition very well. May stay at this level for awhile. Can't see any downside risk.
BUY ON WEAKNESS
Streamlining their distribution network and will be buying back 5% of their shares. Fully priced. If it takes a hit, that's the time to buy. Has a multiple of about 17 X earnings.
BUY
Prefers Loblaws and George Weston (WN-T) over Sobeys (SBY-T). Likes the reach they have and also likes the way they have gone head to head with Wal-Mart (WMT-N). There isn't a better managed company in the food sector.
BUY
Like them. Premier retailer in Canada. Can buy comfortably up to$75.
BUY
Terrific company, keeps growing profit. Lower profit margins.
Showing 541 to 555 of 707 entries